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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-05 |
Branch Locations
24961 The Old Road 2Nd Floor, Stevenson Ranch, CA 91381 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stern, Kory, Sreden And Morgan, An Accountancy Corporation | Stevenson Ranch | CA | 01/2016 | Present |
| Avantax Advisory Services | Stevenson Ranch | CA | 10/2023 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
STERN, KORY, SREDEN AND MORGAN, AN ACCOUNTANCY CORPORATION POSITION: Tax Manager NATURE: Income tax preparation, financial statement preparation, tax planning, consulting,accounting & bookkeeping. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/04/2016 ADDRESS: 24961 The Old Road, 2nd Floor, Stevenson Ranch CA 91381, United States DESCRIPTION: Prepare income tax returnsReview income tax returnsManage clientsTrain staffTax research
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-12 |
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